Bluepoint Consulting Pty Ltd 100 Miller Street, North Sydney, New South Wales 2060
About the Business
Bluepoint Consulting Pty Ltd, located at 100 Miller Street, North Sydney, is a renowned establishment in the finance industry. With a rich history dating back to its establishment in 2001, Bluepoint Consulting has been providing investment consulting and wealth management services for over twenty years. The firm takes pride in putting its clients' interests first, ensuring that their wealth is effectively managed for generations to come.
As Bluepoint Consulting celebrates its twentieth anniversary, it remains committed to its core mission of prioritizing its clients' needs. The firm is privately owned by its principals, allowing it to provide unbiased advice that always serves its clients' best interests. Bluepoint Consulting specializes in asset management for pension funds, family offices, SMSFs, and individuals. Regardless of the client type, the firm offers a wide range of wealth management and investment options.
One of the distinguishing features of Bluepoint Consulting is its clear stance on fees versus commissions. This allows the firm to seek out and advise on suitable investment strategies before negotiating pricing on behalf of its clients. The advisory team at Bluepoint Consulting is regularly upskilled to stay ahead of industry developments, ensuring that they provide cutting-edge advice and solutions to their clients.
Bluepoint Consulting takes pride in cultivating a culture of success, where staff members are encouraged to exchange ideas and implement innovative strategies to drive the business forward. The firm's commitment to excellence is reflected in its team of highly experienced advisors, each specializing in different areas of finance.
Tony, a former Divisional Director of Macquarie Bank, brings extensive knowledge in alternative and socially responsible investments. Michael, with experience in the lending industry, is passionate about helping clients achieve their financial objectives. Paola, with over 15 years at Bluepoint Consulting, oversees client services and administration, ensuring a seamless client experience. Peter, with over twenty years' involvement in accounting, brings a wealth of experience to the firm. Angus, a qualified Life Risk Specialist®, focuses on well-structured lifestyle-based financial planning. Andrew, with a background in equities trading, provides expert advice to high net worth clients and institutional investors.
Bluepoint Consulting's client-centric approach ensures that all clients receive tailored portfolios and personalized attention. The firm serves clients not only in Australia but also expats in the United States, Europe, Asia, and the Middle East. With its unwavering commitment to its clients' interests, Bluepoint Consulting continues to be a trusted partner in wealth management and investment consulting.
Location & Phone number
100 Miller Street, North Sydney, New South Wales 2060, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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